Sync re360 (Corporate) to SimpleFIN
BankSync may support connections to re360 (Corporate) accounts through third-party open banking providers, then route the supported account data shown below to SimpleFIN. Set up takes under 10 minutes and requires no code.
How to sync re360 (Corporate) to SimpleFIN
Search for re360 (Corporate) in BankSync
Sign up for BankSync and, if re360 (Corporate) is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize SimpleFIN
Authorise BankSync to write data to your SimpleFIN workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported re360 (Corporate) fields supplied by the provider to columns in SimpleFIN.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from re360 (Corporate) to SimpleFIN
Transactions
Sync available re360 (Corporate) transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported re360 (Corporate) accounts.
Holdings
Sync supported investment positions, quantities, and market values from re360 (Corporate).
Trades
Sync supported investment trade and activity history from re360 (Corporate).
Loans
Sync supported loan balances and provider-supplied liability details from re360 (Corporate).
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any re360 (Corporate) field to any column in SimpleFIN — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync re360 (Corporate) with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeSync re360 (Corporate) somewhere else
The same re360 (Corporate) connection can feed any of these destinations.
- Sync re360 (Corporate) to Actual Budget
- Sync re360 (Corporate) to Airtable
- Sync re360 (Corporate) to Firefly III
- Sync re360 (Corporate) to Google Sheets
- Sync re360 (Corporate) to Home Assistant
- Sync re360 (Corporate) to Microsoft Excel
- Sync re360 (Corporate) to MongoDB
- Sync re360 (Corporate) to MySQL
- Sync re360 (Corporate) to Notion
- Sync re360 (Corporate) to PostgreSQL
- Sync re360 (Corporate) to Securo
- Sync re360 (Corporate) to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
- Sync Chase to SimpleFIN🇺🇸 United States
- Sync American Express to SimpleFIN🇺🇸 United States
- Sync Capital One to SimpleFIN🇺🇸 United States
- Sync Wells Fargo to SimpleFIN🇺🇸 United States
- Sync Citibank Online to SimpleFIN🇺🇸 United States
- Sync Fidelity to SimpleFIN🇺🇸 United States
- Sync Bank of America to SimpleFIN🇺🇸 United States
- Sync Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of re360 (Corporate) or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.